Setting up your workspace

New workspace? Work through these in order. Each step links to its own page for the details.

1. Set your rules

On Time Tracking Settings, use Work Schedule for the Workweek start day, Overtime for overtime rules, and Timesheet for Round clock times. On Company, set the workspace name, time zone, and address.

2. Add employees

Invite people on Employees. For each person you can set a role (employee or admin), then set their pay on Compensation with the pay type, hourly rate when applicable, pay schedule, exemption status, and effective date that Payroll Summary needs later.

3. Set up what they clock against

• If you track time by project or client, create your Jobs.
• If you want to limit where people clock in, define your Clock locations.
• To capture anything extra on a shift or a person, add Custom fields.

4. Choose how people clock in

Employees can clock on their own device out of the box. For shared sites, set up a kiosk; for the field, set up phone clocking.

5. Set up time off

Define your time off types and how each one accrues — how accruals work explains the methods.

6. Decide how timesheets get approved

Review how approvals work and how employees submit their timesheets, so everyone knows the routine before the first pay period closes.